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Aaron Glenn O'Neill

Brookfield Oaktree Wealth Solutions LLC

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About Aaron Glenn O'Neill

Aaron O'Neill is a financial advisor with over 7 years of experience in the industry. He currently works at Brookfield Oaktree Wealth Solutions LLC, where he focuses on providing clients with comprehensive financial planning and investment management services. His previous experience includes working at Quasar Distributors, LLC, Brookfield Private Advisors LLC, Independent Brokerage Solutions LLC, Hovde Group, LLC, Prudential Investment Management Services LLC, and UBS Financial Services Inc. Aaron O'Neill has a strong foundation in financial planning, investment management, and wealth management. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 66, and Series 87 license.

Firm Information

Aaron O'Neill is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron O'Neill’s Registration & Firm History

NY

12/22/2021 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

NY

08/22/2018 - 12/31/2021

QUASAR DISTRIBUTORS, LLC (New York NY)

NY

03/12/2021 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (New York NY)

NY

10/10/2019 - 12/22/2021

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

IL

09/07/2017 - 01/12/2018

HOVDE GROUP, LLC (CHICAGO IL)

NJ

04/08/2015 - 08/23/2017

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

08/09/2013 - 03/26/2015

UBS FINANCIAL SERVICES INC. (PARAMUS NJ)

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Licenses & Designations

BOTH

Issued 10/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Glenn O'Neill.
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